Filed March 1, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE CAPITAL ADVISORS2 years Service code 27 1640 CORPORATE WOODS CIR · UNIONTOWN, OH 44685 | Advisory (Plan) | $25,680 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,773 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,312 | $59,186+3.6% | $76,768-20.1% | $56,287+8.9% |
| Participation rate | 72.0% | 75.2%-3.2pp | 77.0%-4.9pp | 69.9%+2.2pp |
| Annual return | -0.82% | 6.62%-7.4pp | 2.43%-3.2pp | -9.96%+9.1pp |
| Employer contribution / active EE | $1,865 | $1,759+6.1% | $2,485-24.9% | $2,111-11.6% |
| Participant deferral / active EE | $4,024 | $3,255+23.6% | $3,852+4.5% | $3,350+20.1% |
| Admin fee / account holder | $346 | $489-29.2% | $6,675-94.8% | $521-33.6% |